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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: While watching Peter on BNN I heard him mention that DBO had been added to the 5i Growth Portfolio. Did not know that! When was this brought to members' attention on the 5i website - is there some place members are given the signal of a new inclusion in a portfolio?

Peter mentioned that DBO's technology has been around for 14 years. Two questions: What is the catalyst for this company to get recognition from 5i now? What is your outlook for earnings and capital appreciation over the next 1 -3 years?

While on the subject of his recent appearance, kudos to Peter for once again providing un-hyped informative investor info to build our investing knowledge! I am curious how much weight does Peter give to the "Street Consensus" info often asked of BNN hosts? How should ordinary retail investors treat such information? Is it trustworthy or does it perhaps reflect 'self-serving' biases of analysts who do curry favour to deeper pockets?

Thanks for your great service!

SGR

Read Answer Asked by SG on May 09, 2016
Q: As a follow up to my previous question regarding Concordia's share price drop you mentioned that the drop Friday was likely due to the forecast and results from Endo Pharma (ENDP. Based on your understanding of the two companies how susceptible is Concordia to the same factors and pricing that brought down ENDP? And to what extent does their acquisition and European operations buffer Condordia from tabling similar results? Thx.
Read Answer Asked by John on May 09, 2016
Q: Hello,

I've been reading a lot about the CXR takeout possibility. There are a lot of opinions out there but inevitably because this was not a rumour, I'm looking at it more closely as a real possibility and that CXR is in play. Regardless of all the moving parts to CXR, the short players, bad press, debt, etc., and that even without a bid to buy, CXR stands to be worth much more in the future if they can start to pay down debt based on their earnings and reporting this Friday. My question is that it looks like CXR isn't getting an offer they would like to accept and the market seems to be reacting as if there is no belief that a buyout is around the corner. Why wouldn't a viable company just make a hostile bid and get the ball rolling anyway? Could you please provide your insight on this CXR situation and on how this buyout could work here considering CXR is looking?

Thanks for your answer.
Read Answer Asked by Mark on May 09, 2016
Q: Sirs :Badger has drifted in a tight downward trading range for some time. Do you expect a breakout in the near future or have a suggestion or two I may consider for growth in the near future. Thanks for your sound advice in the past.
John
Read Answer Asked by John on May 05, 2016
Q: Peter and Team:

I am currently down about 30% on both of these in a diversified portfolio. I was thinking of selling one and using funds to top up the remainder. (Spring Cleaning). Could you please suggest which has more upside potential vs downside risk. Or should I just wait on both as I have a very long timeframe.

Thank you always for a great service and improved site.

Phil
Read Answer Asked by Phil on May 05, 2016
Q: May I please have a clarification. Yesterday my question and your answer went like this:

Q: Hi, Could you please let me know what the earnings and revenue estimates are for Shopify? I believe it announces quarterly results tomorrow. Thank you. Michael

5i Research Answer:
Consensus is a loss of $0.09 per share on $66.9 million revenue.

My question today, please, relates to the $0.09 per share forecast loss. Was that an adjusted or unadjusted forecast loss? The results were a loss of $0.11 unadjusted and $0.06 adjusted. So is that a beat or a miss please? Thank you, Michael
Read Answer Asked by Michael on May 04, 2016
Q: Good morning,

Regarding Concordia Healthcare, it seems to be a darling among analysts on BNN as one of three top pics with increasing frequency. Assuming that these fund managers are adding to positions and assuming that there is a consensus both that the stock is cheap and that a takeover is likely, what do we take away from the continually falling price?
It would seem that the company is a buy based on valuation and if not for that reason, then the potential for a premium to be paid during acquisition. Three parts to this question:
1. Do you see it drifting lower until concrete news about a buyout (or not) emerges?
2. What do you see it as being worth if acquired?
3. If the revenue is growing and the debt levels are high but cash flows allow it to be paid down, is there something else causing the price to remain compressed?

Thanks
Read Answer Asked by Tim on May 03, 2016
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